KerberRose Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

KerberRose Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$325K	Buy	+2,948	New	+$325K	0.26%	75

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KerberRose Wealth Management's SHV Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022: 2,948 shares worth $325K. The stake represents 0.26% of the portfolio and ranks #75 among its holdings.

526 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

KerberRose Wealth Management held 2,948 shares of iShares 0-1 Year Treasury Bond ETF worth $325K as of Q2 2022.
iShares 0-1 Year Treasury Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares 0-1 Year Treasury Bond ETF made up 0.26% of KerberRose Wealth Management's portfolio in Q2 2022, its #75 holding.
526 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.